AI
Sunday, November 15, 2009 2:31:46 AM
Thought it was probably time to reply with one of these, just to keep things in context.
Nope, only dumb idiots do what you say, the smart ones take note
.
Actually, as demonstrated below, you'd be much better off if us smart people didn't take note.
January 26, 2006
The [AMD's] extra capacity of course gives them a fall-back of selling more at lower price to keep the profits up so any lower competitiveness could be cushioned to some extent.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=9424526
April 16, 2006
…they [AMD] are not going to run into capacity issues considering Fab 36 will have equipment to do 20000 300mm wspm by the end of the year and Chartered as well will be online. As it stands at the end of Q1 their capacity already exceeds their demand so they are ready to play now.
http://investorshub.advfn.com/boards/replies.aspx?msg=10690893
That extra capacity sure worked out well for them!
August 09, 2007
If Harpertown doesn't beat Barcelona in cache bound work than [sic] Nehalem has no chance against Shanghai.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=21927918
Words fail me.
September 12, 2007
None are so blind as those who will not see and it will take falling Intel server marketshare numbers to hit you with a big giant cluestick to then prompt another wise after the event post-mortem analysis by you. Sorry but I can't wait a few quarters for you to wise up yet again after the event and I will give the correct analysis now *before* the event.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=22816414
September 19
Where's Penryn/Nehalem for sale now ? Customers will try this chip [Barcelona] out on their own applications and I fully expect AMD's server marketshare to double as a result from their trials. Haven't even mentioned virtualization yet where Xeons are poor in comparison. Barcelona is strong where it needs to be strong, HPC, Database, Power Efficiency and Virtualisation. It doesn't matter if it loses Workstation benches by bigger margins because it only has a couple percent of that market anyway . You keep cheering irrelevant benchmarks which bear no relation to the marketshare dynamics between the two products. Also the only thing that's going to be broken about the tri-core is Intel's carefully segmented desktop line. It will outperform both the duals and quads by virtue of high clockspeed per socket power and drive a wedge between the two. You just don't realise the damage it will do yet but you will soon enough .
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23011585
AMD's server market share dropped from 26% in Q3 2006 to 14% in Q3 2007, to under 10% today. Ouch. The tri-core wedge never even came close to materializing, it's been a complete flop as AMD's desktop market share has made no strides and their ASPs continue scraping along near all-time lows. Double ouch.
September 26, 2007
Stop dreaming this crazy fantasy aloud and listen to someone like chipguy if you are not going to listen to me. The launch was obviously done with the first bug free decent yielding stepping and there probably was not time for the tier-1s to do all their qualification work. So it's not that it's broken more like that it's just not broken in
October 13, 2007
They also said 'it's rock solid' so where's all the bugs you said was in this stepping ?
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23662173
Except of course it was broken, just as WBMW, Ephud, and Windsock surmised at the time over on the AMD board, and AMD told you where the bugs were in that stepping:
http://www.crn.com/white-box/204800713
September 29, 2007
I also said Barcelona would beat Xeon in HPC and so it has come to pass. The customers are voting with their wallets and all your pointless hot air won't change that. Welcome to the Reality zone. As to tri-cores watch and learn, watch and learn as they wreak havoc.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23278243
October 02, 2007
Accurate promises you mean and these Supercomputer users seem quite happy with skus in the low 2+ GHz. Like I said Barcelona is indisputably better in real HPC applications then Clovertown and real Supercomputer users are indisputably agreeing with me en-masse . Feel free to carry on quoting any pseudo-HPC Intel sponsored benchmark to them but they are voting Green with their wallets regardless .
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23339639
October 04, 2007
If Barcelona is such a flop why are customers making teraflop supercomputers out of it with clock speeds well below what they can get from Intel ? I think you guys need a serious reality check as denial is strong in you.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23411403
AMD top 500 entries have declined from 79 in November 2007 to 61 in November 2008, and finally down to a paltry 43 in June 2009 (which is pre-Nehalem).
October 18, 2007
The Barcelona core as it ramps will drive AMD's margins back up and revenue to around breakeven point, it was the missing piece that led to CMG's profit hole. It's a much bigger jump over dual-core K8 than 45nm Core 2 is over 65nm Core 2.
It was a big jump all right… over a cliff, given how badly Barc turned out.
January 02, 2008
With AMD in its current position I would say it's a question of ranges. Under 12 it's really a buy, 12-13 a hold and over 13 a sell. That's how I currently would give any opinion on AMD before Nehalem arrives.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=25687314
Word are unnecessary.
January 03, 2008
What you have failed to grasp or even contemplate is that Penryn maybe a peak in many apps at 45nm ... you will be in for a rude awakening.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=25722727
I think there might be maybe three applications out of all the benchmarks where Penryn beats Nehalem.
July 17, 2008
They [Sun] are still making money and have billions in the bank, doesn't seem a major company crisis to me and never did !
http://investorshub.advfn.com/boards/replies.aspx?msg=30763812
The only thing now standing between Sun and oblivion via Oracle are your heroes in the EU regulatory business.
August 17, 2008
Deneb will drive a wedge between Penryn and Nehalem in the desktop area, the tic-toc clock is about to stop for a process generation .
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31519496
L.O.L.
August 28, 2007
What will happen do you think when AMD is producing quads in quantity that kill all your desktop quad parts ? You have backed AMD in a corner and it will turn round and beat you in that corner and you will be the trapped one.
http://investorshub.advfn.com/boards/read_msg.asp?message_id=22429996
Poor trapped Intel.
September 15, 2008
[AMD will have] 20-30% server market share in Q109.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=32184995
Brilliant. They were at 10.7% in Q1, and now they're under 10% even after 3 quarters of Shanghai shipments.
October 11, 2008
You are so clueless about how competitive a 45nm K8L will be just as you was about the 65nm version.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=32805151
It's SO competitive that their ASPs are $55, and they have to sell quad-core parts for under $100! LOL.
January 16, 2009
Sanders and Ruiz will haunt Intel forever once all their plans play out so we will see who's the incompetent boobs. My votes are on all the clowns at Intel after Grove .
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34870121
Ruiz's true character as an ego-maniacal blow-hard can now be seen by all. He's a world-class fool who presided over one of the worst performing periods AMD has had, ramping capacity just as AMD definitively lost the critical performance advantage. As for Sanders, his vision of AMD is a vanished dream, but he doesn't give a damn - he "earned" more money from AMD shareholders than the company itself has made over its entire lifetime.
-=spaark=-
Nope, only dumb idiots do what you say, the smart ones take note
. Actually, as demonstrated below, you'd be much better off if us smart people didn't take note.
January 26, 2006
The [AMD's] extra capacity of course gives them a fall-back of selling more at lower price to keep the profits up so any lower competitiveness could be cushioned to some extent.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=9424526
April 16, 2006
…they [AMD] are not going to run into capacity issues considering Fab 36 will have equipment to do 20000 300mm wspm by the end of the year and Chartered as well will be online. As it stands at the end of Q1 their capacity already exceeds their demand so they are ready to play now.
http://investorshub.advfn.com/boards/replies.aspx?msg=10690893
That extra capacity sure worked out well for them!
August 09, 2007
If Harpertown doesn't beat Barcelona in cache bound work than [sic] Nehalem has no chance against Shanghai.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=21927918
Words fail me.
September 12, 2007
None are so blind as those who will not see and it will take falling Intel server marketshare numbers to hit you with a big giant cluestick to then prompt another wise after the event post-mortem analysis by you. Sorry but I can't wait a few quarters for you to wise up yet again after the event and I will give the correct analysis now *before* the event
. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=22816414
September 19
Where's Penryn/Nehalem for sale now ? Customers will try this chip [Barcelona] out on their own applications and I fully expect AMD's server marketshare to double as a result from their trials. Haven't even mentioned virtualization yet where Xeons are poor in comparison. Barcelona is strong where it needs to be strong, HPC, Database, Power Efficiency and Virtualisation. It doesn't matter if it loses Workstation benches by bigger margins because it only has a couple percent of that market anyway . You keep cheering irrelevant benchmarks which bear no relation to the marketshare dynamics between the two products. Also the only thing that's going to be broken about the tri-core is Intel's carefully segmented desktop line. It will outperform both the duals and quads by virtue of high clockspeed per socket power and drive a wedge between the two. You just don't realise the damage it will do yet but you will soon enough .
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23011585
AMD's server market share dropped from 26% in Q3 2006 to 14% in Q3 2007, to under 10% today. Ouch. The tri-core wedge never even came close to materializing, it's been a complete flop as AMD's desktop market share has made no strides and their ASPs continue scraping along near all-time lows. Double ouch.
September 26, 2007
Stop dreaming this crazy fantasy aloud and listen to someone like chipguy if you are not going to listen to me. The launch was obviously done with the first bug free decent yielding stepping and there probably was not time for the tier-1s to do all their qualification work. So it's not that it's broken more like that it's just not broken in
October 13, 2007
They also said 'it's rock solid' so where's all the bugs you said was in this stepping ?
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23662173
Except of course it was broken, just as WBMW, Ephud, and Windsock surmised at the time over on the AMD board, and AMD told you where the bugs were in that stepping:
http://www.crn.com/white-box/204800713
September 29, 2007
I also said Barcelona would beat Xeon in HPC and so it has come to pass. The customers are voting with their wallets and all your pointless hot air won't change that. Welcome to the Reality zone. As to tri-cores watch and learn, watch and learn as they wreak havoc.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23278243
October 02, 2007
Accurate promises you mean and these Supercomputer users seem quite happy with skus in the low 2+ GHz. Like I said Barcelona is indisputably better in real HPC applications then Clovertown and real Supercomputer users are indisputably agreeing with me en-masse . Feel free to carry on quoting any pseudo-HPC Intel sponsored benchmark to them but they are voting Green with their wallets regardless .
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23339639
October 04, 2007
If Barcelona is such a flop why are customers making teraflop supercomputers out of it with clock speeds well below what they can get from Intel ? I think you guys need a serious reality check as denial is strong in you.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23411403
AMD top 500 entries have declined from 79 in November 2007 to 61 in November 2008, and finally down to a paltry 43 in June 2009 (which is pre-Nehalem).
October 18, 2007
The Barcelona core as it ramps will drive AMD's margins back up and revenue to around breakeven point, it was the missing piece that led to CMG's profit hole. It's a much bigger jump over dual-core K8 than 45nm Core 2 is over 65nm Core 2.
It was a big jump all right… over a cliff, given how badly Barc turned out.
January 02, 2008
With AMD in its current position I would say it's a question of ranges. Under 12 it's really a buy, 12-13 a hold and over 13 a sell. That's how I currently would give any opinion on AMD before Nehalem arrives.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=25687314
Word are unnecessary.
January 03, 2008
What you have failed to grasp or even contemplate is that Penryn maybe a peak in many apps at 45nm ... you will be in for a rude awakening.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=25722727
I think there might be maybe three applications out of all the benchmarks where Penryn beats Nehalem.
July 17, 2008
They [Sun] are still making money and have billions in the bank, doesn't seem a major company crisis to me and never did !
http://investorshub.advfn.com/boards/replies.aspx?msg=30763812
The only thing now standing between Sun and oblivion via Oracle are your heroes in the EU regulatory business.
August 17, 2008
Deneb will drive a wedge between Penryn and Nehalem in the desktop area, the tic-toc clock is about to stop for a process generation .
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31519496
L.O.L.
August 28, 2007
What will happen do you think when AMD is producing quads in quantity that kill all your desktop quad parts ? You have backed AMD in a corner and it will turn round and beat you in that corner and you will be the trapped one.
http://investorshub.advfn.com/boards/read_msg.asp?message_id=22429996
Poor trapped Intel.
September 15, 2008
[AMD will have] 20-30% server market share in Q109.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=32184995
Brilliant. They were at 10.7% in Q1, and now they're under 10% even after 3 quarters of Shanghai shipments.
October 11, 2008
You are so clueless about how competitive a 45nm K8L will be just as you was about the 65nm version.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=32805151
It's SO competitive that their ASPs are $55, and they have to sell quad-core parts for under $100! LOL.
January 16, 2009
Sanders and Ruiz will haunt Intel forever once all their plans play out so we will see who's the incompetent boobs. My votes are on all the clowns at Intel after Grove .
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34870121
Ruiz's true character as an ego-maniacal blow-hard can now be seen by all. He's a world-class fool who presided over one of the worst performing periods AMD has had, ramping capacity just as AMD definitively lost the critical performance advantage. As for Sanders, his vision of AMD is a vanished dream, but he doesn't give a damn - he "earned" more money from AMD shareholders than the company itself has made over its entire lifetime.
-=spaark=-
